Your firm's personalized AI and automation strategy, built by a team that's spent years inside RIAs and knows what actually works. We assess your tech, your workflows, and your people, then tell you exactly what to automate, what to buy, what to build, and what to skip.
Start a BlueprintWe audit every tool you're paying for. What's working, what's redundant, what's not talking to each other. Where your data lives, how it moves (or doesn't), and where the gaps are.
We dig into how your team actually works. How meetings get prepped, how emails get triaged, how clients get onboarded. The real workflows, not the ones in your ops manual.
Every workflow gets scored by impact, complexity, and risk. We determine what can be automated, to what extent, and the best approach. Including what Beemo can build and manage for you.
Roadmap, priority matrix, buy/build/apply recommendations, and a concrete plan you can act on immediately. Format depends on what works best for your firm.
Most Blueprints take 4-6 weeks and start at $9,500.
No affiliate deals, no bias. We tell you what's worth paying for and what's vendor noise.
Your cloud, your data, your policies. Built and managed by Beemo.
Sometimes the answer is just using the AI well. We show you where and how.
The Blueprint is how we learn your firm. For most clients, it's the beginning, not the end. We use it to prioritize what to build first, then execute and manage your AI infrastructure on an ongoing basis. Your firm gets smarter every month.
Tell us about your firm. We'll tell you what we'd actually change.
Built on 2 years working inside 40+ RIAs and wealth firms, from $500M to $10B+ AUM.
